| Available for | Roles | Super Admin, Admin, Team Member, Limited Team Member, Interviewer |
| Permissions | • N/A | |
| Packages | Lever Basic, LeverTRM, LeverTRM for Enterprise |
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This article depicts and describes updates to Lever's referrals feature included in the Fall 2023 Product Release, scheduled to rollout progressively in November 2023. For full details, refer to our Fall 2023 Product Release Notes. |
From the My account page in your Settings, you can tailor your Lever account and ensure that you are being notified of all relevant activity in your organization's Lever environment. Note that this article reflects personal account settings for users with Super Admin, Admin, Team Member, and Limited Team Member access. Users with Interviewer level access can only update certain email notification settings as well as their account avatar image.
Configuring personal account permissions
To configure personal account settings, click your avatar in the top-right corner of the platform header and select Settings from the menu. Personal account permissions pertain to Lever's ability to integrate with your organization's technology suite (e.g. Google, Office 365, Microsoft Exchange). Use the checkboxes to sync:
Contacts
When this permission is enabled, you can share candidates in Lever with anyone at your organization.
Calendar
When this permission is enabled, you can receive calendar notifications and schedule interview events to your work calendar.
Email
When this permission is enabled, you can sync email messages sent to candidates from your email address to the their profile in Lever. Note, if 'Limited email sync' is enabled in your Lever environment, enabling this account-level permission will only allow you to send emails from Lever via your email address (i.e. email sent to your work email inbox cannot be synced to candidates' profiles).
Refer to our help article on troubleshooting account sync issues to watch a recorded demonstration of how to configure personal account permissions.
Configuring email notification settings
Use the checkboxes under the 'Email notifications' heading to configure which of the following types of activity you get notified about. Note that users with Interviewer level access can only configure notifications for activities marked with an asterisk (*).
| Activity | Description |
| Interview events | |
| Interview reminder* | Receive email notifications for your upcoming interviews. |
| Interview RSVP* | Receive email notifications when interviewers respond to interviews that you have scheduled. |
| Followed opportunities | |
| New opportunities report | Receive a daily email summarizing new opportunities associated with postings that you follow. |
| Notes | Receive an email notification when a note is added to an opportunity that you follow and the author of the note checks the 'Notify followers' checkbox. You will still receive email notifications for notes in which you are @-mentioned, even if you disable this notification. |
| New hires and pipeline changes | Receive a daily email summarizing which of your followed opportunities were advanced, hired, or archived. |
| Owner changes | Receive email notifications when opportunities that you follow change owners. |
| Interviews scheduled | Receive email notifications when interviews are scheduled or rescheduled in association with opportunities that you follow. |
| Feedback or Form completed | Receive email notifications when another user in your Lever environment completes feedback or attaches a form to the opportunities that you follow. |
| Hired referrals* | Receive email notifications when candidates you referred are hired in association with the posting for which you referred them. |
| Referral activity | Receive emails when your referrals change stages. |
| Owned postings | |
| New application | Receive email notifications when candidates apply to postings that you own. |
| New referral | Receive email notifications when users in your Lever environment refer candidates for postings that you own. |
| Archiving | Receive email notifications when users in your Lever environment archive opportunities in association with postings that you own. |
| Offers | |
| Sent | Receive email notifications when offers on which you are either an Approver or Signatory are sent to candidates. |
| Signed | Receive email notifications when offers on which you are either an Approver or Signatory are signed by candidates. |
| Declined | Receive email notifications when offers on which you are either an Approver or Signatory are declined by candidates. |
| Approved | Receive email notifications when offers on which you are either an Approver or Signatory are approved by another user in the approval chain. |
| Rejected | Receive email notifications when offers on which you are either an Approver or Signatory are rejected by another user in the approval chain. |
| Compliance | |
| Data requests | Receive a weekly email summary of candidates, associated with opportunities that you own, that have requested a copy of their data. To learn more, refer to our data requests help article. |
| Expiring consent | Receive a weekly email summary of candidates, associated with opportunities that you own, whose consent is scheduled to expire within 7 days. To learn more about candidate consent, refer to our GDPR help article. |
| Candidates that need to be anonymized | Receive a weekly email summary of candidates, associated with opportunities that you own, whose personally identifiable information needs to be anonymized. To learn more, refer to our help article on anonymizing candidates. |
Beneath the email notification checklist, you can also configure a 'Send For' permission, which will allow you to send emails to candidates on behalf of another user in your Lever environment. To learn about this feature, refer to our help article on 'Send For' permissions.
Managing followed job postings
From your personal account settings, you can also manage the postings that you follow. Typically, followers are added to the posting itself. Under the 'Following' header in your personal account settings, you will find a summary of all postings that you are following. You can remove yourself as a follower from a posting by clicking the 'X' on the posting tag. To follow more postings, click Add job postings to follow and select a posting from the menu.
Updating your account avatar image
Under the 'Avatar' heading on the personal account settings page, check the box next to 'Use gravatar image' and then click the Gravatar link to be redirected to www.gravatar.com.
On the Gravatar homepage, click Sign In in the upper-right corner.
From here, the steps to follow will differ depending on if you already have a Gravatar account:
I already have a Gravatar acount...
- Log in to Gravatar with your existing credentials
- Navigate to My Gravatars
- Under your profile, click Add email address
- Input the email address associated with your Lever account
- You will receive an email from Gravatar containing a link to authenticate the newly added email address. Once you complete authentication, the new email address will appear in your Gravatar profile list.
- Select the new email address in the profile list and then choose a new image by either picking an image you have already uploaded to Gravatar, or uploading a new image from your computer. Click the Next button to proceed.
- Crop and set a rating for the image.
- Within 24 hours, your Gravatar image will sync over to your Lever account.
I do not have a Gravatar account...
- Create a new Gravatar account using the email address associated with your Lever account
- You will receive an email from Gravatar containing a link to authenticate the newly added email address. Once you complete authentication, refresh the Gravatar page. The new email address will appear in your Gravatar profile list in the My Gravatars section.
- Upload an image for your avatar by clicking Add one by clicking here! > Upload new> Choose file and selecting an image from your computer. Click the Next button to proceed.
- Crop and set a rating for the image.
- Within 24 hours, your Gravatar image will sync over to your Lever account.